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Insider Monkey Blog

Oracle (ORCL) Fell Due to Investors’ Concerns About Its Aggressive Spending Plans

Munro Partners, an investment management firm, released its “Munro Global Growth Fund” fourth-quarter 2025 investor letter. A copy of the letter can be downloaded here.

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January 15 - Hedge Fund Investor Letters, News

A confluence of Factors Lifted Alphabet (GOOG) in Q4

Munro Partners, an investment management firm, released its “Munro Global Growth Fund” fourth-quarter 2025 investor letter. A copy of the letter can be downloaded here.

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January 15 - Hedge Fund Investor Letters, News

Taiwan Semiconductor Manufacturing Company Limited (TSM) Continued to Benefit from Increased Demand

Munro Partners, an investment management firm, released its “Munro Global Growth Fund” fourth-quarter 2025 investor letter. A copy of the letter can be downloaded here.

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January 15 - Hedge Fund Investor Letters, News

Munro Global Growth Fund’s Q4 2025 Investor Letter

Munro Partners, an investment management firm, released its “Munro Global Growth Fund” fourth-quarter 2025 investor letter.

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January 15 - Hedge Fund Investor Letters, News

Taiwan Semiconductor Manufacturing Company Limited (TSM) Surged Following Strong Demand Conditions

L1 Capital, an investment management firm, released its “L1 Capital International Fund” (unhedged) fourth-quarter 2025 investor letter.

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January 15 - Hedge Fund Investor Letters, News

L1 Capital International’s Views on Jacobs Solutions (J)

L1 Capital, an investment management firm, released its “L1 Capital International Fund” (unhedged) fourth-quarter 2025 investor letter.

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January 15 - Hedge Fund Investor Letters, News

What Makes Salesforce (CRM) an Attractive Investment Option?

L1 Capital, an investment management firm, released its “L1 Capital International Fund” (unhedged) fourth-quarter 2025 investor letter.

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January 15 - Hedge Fund Investor Letters, News

L1 Capital International Strategy: Uber (UBER) is a ‘Battleground’ Company

L1 Capital, an investment management firm, released its “L1 Capital International Fund” (unhedged) fourth-quarter 2025 investor letter.

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January 15 - Hedge Fund Investor Letters, News

L1 Capital International Strategy Trimmed HCA Healthcare (HCA) Due to Share Price Appreciation

L1 Capital, an investment management firm, released its “L1 Capital International Fund” (unhedged) fourth-quarter 2025 investor letter.

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January 15 - Hedge Fund Investor Letters, News

Intercontinental Exchange (ICE) Fell Due to AI-Related Concerns

L1 Capital, an investment management firm, released its “L1 Capital International Fund” (unhedged) fourth-quarter 2025 investor letter.

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January 15 - Hedge Fund Investor Letters, News

Here’s What Boosted AerCap Holdings N.V. (AER) in 2025

L1 Capital, an investment management firm, released its “L1 Capital International Fund” (unhedged) fourth-quarter 2025 investor letter.

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January 15 - Hedge Fund Investor Letters, News

L1 Capital International Strategy’s Q4 2025 Investor Letter

L1 Capital, an investment management firm, released its “L1 Capital International Fund” (unhedged) fourth-quarter 2025 investor letter.

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January 15 - Hedge Fund Investor Letters, News

VICI Properties Inc. (VICI): A Bull Case Theory

We came across a bullish thesis on VICI Properties Inc. on X.com by @Snowball_Equity. In this article, we will summarize the bulls’ thesis on VICI.

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January 15 - News, Stock Analysis

BigBear.ai Holdings, Inc. (BBAI): A Bull Case Theory

We came across a bullish thesis on BigBear.ai Holdings, Inc. on Rick Orford - Trading Stocks and Options For All’s YouTube channel.

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January 15 - News, Stock Analysis

SMX (Security Matters) Public Limited Company (SMX): A Bear Case Theory

We came across a bearish thesis on SMX (Security Matters) Public Limited Company on Fugazi Research’s Substack.

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January 15 - News, Stock Analysis

Via Transportation, Inc. (VIA): A Bear Case Theory

We came across a bearish thesis on Via Transportation, Inc. on X.com by Bleecker Street Research. In this article, we will summarize the bears’ thesis on VIA.

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January 15 - News, Stock Analysis

UDR, Inc. (UDR): A Bull Case Theory

We came across a bullish thesis on UDR, Inc. on Jussi Askola, CFA’s YouTube channerl. In this article, we will summarize the bulls’ thesis on UDR.

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January 15 - News, Stock Analysis

NNN REIT, Inc. (NNN): A Bull Case Theory

We came across a bullish thesis on NNN REIT, Inc. on Jussi Askola, CFA’s YouTube Channel. In this article, we will summarize the bulls’ thesis on NNN.

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January 15 - News, Stock Analysis

Brookfield Corporation (BN): A Bull Case Theory

We came across a bullish thesis on Brookfield Corporation on Rijnberk InvestInsights’s Substack by Daan | InvestInsights.

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January 15 - News, Stock Analysis

Miami International Holdings, Inc. (MIAX): A Bull Case Theory

We came across a bullish thesis on Miami International Holdings, Inc. on Chip Stock Investor’s YouTube Channel.

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January 15 - News, Stock Analysis

Array Technologies, Inc. (ARRY): A Bull Case Theory

We came across a bullish thesis on Array Technologies, Inc. on r/Valueinvesting by u/c-u-in-da-ballpit. In this article, we will summarize the bulls’ thesis on ARRY.

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January 15 - News, Stock Analysis

Enlight Renewable Energy Ltd (ENLT): A Bull Case Theory

We came across a bullish thesis on Enlight Renewable Energy Ltd (ENLT) on MarketBeat’s YouTube channel. In this article, we will summarize the bulls’ thesis on ENLT.

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January 15 - News, Stock Analysis

Marex Group plc (MRX): A Bull Case Theory

We came across a bullish thesis on Marex Group plc on Latticework’s Substack by MOI Global Equity Research. In this article, we will summarize the bulls’ thesis on MRX.

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January 15 - News, Stock Analysis

Oakmark Equity and Income Fund’s Top Contributor: Alphabet (GOOG)

Oakmark Funds, advised by Harris Associates, released its “Oakmark Equity and Income Fund” Q4 2025 investor letter. A copy of the letter can be downloaded here.

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January 15 - Hedge Fund Investor Letters, News

Oakmark Equity and Income Fund’s Q4 2025 Investor Letter

Oakmark Funds, advised by Harris Associates, released its “Oakmark Equity and Income Fund” Q4 2025 investor letter.

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January 15 - Hedge Fund Investor Letters, News

Alexandria Real Estate Equities, Inc. (ARE): A Bear Case Theory

We came across a bearish thesis on Alexandria Real Estate Equities, Inc. on Compounding Dividends’s Substack by TJ Terwilliger.

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January 15 - News, Stock Analysis

Axalta Coating Systems Ltd. (AXTA): A Bear Case Theory

We came across a bearish thesis on Axalta Coating Systems Ltd on Mark Meldrum's YouTube Channel. In this article, we will summarize the bears’ thesis on AXTA.

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January 15 - News, Stock Analysis

Oakmark International Fund Picked Unilever PLC (UL) Despite Mixed Growth Drivers

Oakmark Funds, advised by Harris Associates, released its “Oakmark International Fund” fourth-quarter 2025 investor letter.

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January 15 - Hedge Fund Investor Letters, News

Automatic Data Processing, Inc. (ADP): A Bull Case Theory

We came across a bullish thesis on Automatic Data Processing, Inc. on Business Model Mastery’s Substack by The Antifragile Investor.

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January 15 - News, Stock Analysis

Trust, Strategy, and Growth: STARTRADER is the Official Sponsor of the UAE National Cricket Team for ICC 2026

STARTRADER, a global broker, has announced a renewed partnership with the UAE Men’s National Cricket Team for the upcoming ICC Men’s T20 World Cup 2026, set to begin on February...

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January 15 - Press Releases

What Makes AstraZeneca (AZN) a Strong Growing Company?

Oakmark Funds, advised by Harris Associates, released its “Oakmark International Fund” fourth-quarter 2025 investor letter.

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January 15 - Hedge Fund Investor Letters, News

Oakmark International Fund’s Q4 2025 Investor Letter

Oakmark Funds, advised by Harris Associates, released its “Oakmark International Fund” fourth-quarter 2025 investor letter.

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January 15 - Hedge Fund Investor Letters, News

Oracle Aims to Streamline Retail Supply Chains With New Platform

Oracle Corporation (NYSE:ORCL) is among the most promising growth stocks according to analysts.

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January 15 - News

Raymond James Sees ‘Knee-Jerk’ AI Reaction, Reaffirms Strong Buy on Doximity, Inc. (DOCS)

Doximity, Inc. (NYSE:DOCS) is among the most promising growth stocks according to analysts. On January 9, Raymond James reaffirmed a ‘Strong Buy’ rating on Doximity, Inc.

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January 15 - News

Needham Names Credo Technology Group Holding Ltd (CRDO) a Top Pick for 2026

Credo Technology Group Holding Ltd (NASDAQ:CRDO) is among the most promising growth stocks according to analysts.

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January 15 - News

Netflix, Inc. (NFLX) Slumps 29% – Is This the Buying Opportunity Analysts See?

Netflix, Inc. (NASDAQ:NFLX) is among the most promising growth stocks according to analysts.

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January 15 - News

Is Bentley Systems, Incorporated (BSY) Being Reset for 2026?

Bentley Systems, Incorporated (NASDAQ:BSY) is among the most promising growth stocks according to analysts.

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January 15 - News

Why Goldman Sachs Is Betting on ServiceNow, Inc. (NOW)’s Long-Term Growth

ServiceNow, Inc. (NYSE:NOW) is among the most promising growth stocks according to analysts. On January 12, Goldman Sachs assumed coverage on ServiceNow, Inc.

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January 15 - News

Why BofA Just Turned Neutral on Arm Holdings plc (ARM)

Arm Holdings plc (NASDAQ:ARM) is among the most promising growth stocks according to analysts.

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January 15 - News

Stifel Reaffirms The Trade Desk, Inc. (TTD) as Sector Favorite Amid Market Volatility

The Trade Desk, Inc. (NASDAQ:TTD) is among the most promising growth stocks according to analysts.

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January 15 - News

Why Analysts Are Closely Watching Datadog, Inc. (DDOG)

Datadog, Inc. (NASDAQ:DDOG) is among the most promising growth stocks according to analysts.

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January 15 - News

Is Corcept Therapeutics Incorporated (CORT) The Most Promising Growth Stock According to Analysts?

Corcept Therapeutics Incorporated (NASDAQ:CORT) is among the most promising growth stocks according to analysts.

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January 15 - News

CoStar Group, Inc. (CSGP) Price Target Slashed, But Analysts Still See Upside

CoStar Group, Inc. (NASDAQ:CSGP) is among the most promising growth stocks according to analysts.

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January 15 - News

Does Sanofi (SNY) Have a Long Runway for Future Growth?

Oakmark Funds, advised by Harris Associates, released its “Oakmark Global Select Fund” fourth-quarter 2025 investor letter.

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January 15 - Hedge Fund Investor Letters, News

Oakmark Global Select Fund’s Q4 2025 Investor Letter

Oakmark Funds, advised by Harris Associates, released its “Oakmark Global Select Fund” fourth-quarter 2025 investor letter.

Keep Reading →

January 15 - Hedge Fund Investor Letters, News

Citigroup Inc. (NYSE:C) Q4 2025 Earnings Call Transcript

Operator: Hello, and welcome to Citi's fourth quarter 2025 earnings call. Today's call will be hosted by Jennifer Landis, Head of Citi Investor Relations.

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January 15 - News, Transcripts

Bank of America Corporation (NYSE:BAC) Q4 2025 Earnings Call Transcript

Bank of America Corporation (NYSE:BAC) Q4 2025 Earnings Call Transcript January 14, 2026Bank of America Corporation beats earnings expectations.

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January 15 - News, Transcripts

Wells Fargo & Company (NYSE:WFC) Q4 2025 Earnings Call Transcript

Wells Fargo & Company (NYSE:WFC) Q4 2025 Earnings Call Transcript January 14, 2026Wells Fargo & Company misses on earnings expectations.

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January 15 - News, Transcripts

United Community Banks, Inc. (NYSE:UCB) Q4 2025 Earnings Call Transcript

United Community Banks, Inc. (NYSE:UCB) Q4 2025 Earnings Call Transcript January 14, 2026United Community Banks, Inc. misses on earnings expectations.

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January 15 - News, Transcripts

Compass Diversified (NYSE:CODI) Q3 2025 Earnings Call Transcript

Compass Diversified (NYSE:CODI) Q3 2025 Earnings Call Transcript January 14, 2026Compass Diversified misses on earnings expectations.

Keep Reading →

January 15 - News, Transcripts

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Barclays Turns More Bullish on 10x Genomics, Inc. (TXG) Despite Uneven Research Spending

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